SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
1-Year Return 10.52%
This Quarter Return
+4.53%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$1.81B
AUM Growth
-$200M
Cap. Flow
-$231M
Cap. Flow %
-12.71%
Top 10 Hldgs %
63.75%
Holding
116
New
10
Increased
60
Reduced
27
Closed
19

Top Buys

1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$34M
2
VONE icon
Vanguard Russell 1000 ETF
VONE
$28.7M
3
MUB icon
iShares National Muni Bond ETF
MUB
$26.6M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$21.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$21.5M

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$316M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$69.8M
3
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$34.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
$28.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
$25.3M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ICVT icon
101
iShares Convertible Bond ETF
ICVT
$2.79B
– –
-10,838
Closed -$1.17M
IGSB icon
102
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
– –
-4,311
Closed -$747K
IJH icon
103
iShares Core S&P Mid-Cap ETF
IJH
$101B
– –
-45,720
Closed -$2.22M
IJR icon
104
iShares Core S&P Small-Cap ETF
IJR
$85.7B
– –
-722,800
Closed -$69.8M
ITOT icon
105
iShares Core S&P Total US Stock Market ETF
ITOT
$75.6B
– –
-3,677,355
Closed -$316M
IVV icon
106
iShares Core S&P 500 ETF
IVV
$666B
– –
-75,086
Closed -$28.8M
IYE icon
107
iShares US Energy ETF
IYE
$1.19B
– –
-3,905
Closed -$411K
MDYV icon
108
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.48B
– –
-58,256
Closed -$1.75M
MTUM icon
109
iShares MSCI USA Momentum Factor ETF
MTUM
$18.2B
– –
-9,412
Closed -$761K
PKW icon
110
Invesco BuyBack Achievers ETF
PKW
$1.46B
– –
-43,916
Closed -$1.42M
SHYG icon
111
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
– –
-62,423
Closed -$1.49M
SPLG icon
112
SPDR Portfolio S&P 500 ETF
SPLG
$84.1B
– –
-20,473
Closed -$921K
SPTM icon
113
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.1B
– –
-625,399
Closed -$34.3M
SPYV icon
114
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.2B
– –
-267,900
Closed -$2.2M
SUSB icon
115
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
– –
-8,193
Closed -$276K
VOO icon
116
Vanguard S&P 500 ETF
VOO
$730B
– –
-62,769
Closed -$25.3M
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